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U.K. (FTSE) Real Estate Industry Analysis

UpdatedSep 16, 2026
DataAggregated Company Financials
Companies27
  • 7D-4.3%
  • 3M2.0%
  • 1Y-7.8%
  • YTD-4.2%

Over the last 7 days, the Real Estate industry has dropped 4.3%, driven by a pullback from Dar Global of 16%. However, the industry is down 7.8% over the past year. Earnings are forecast to grow by 37% annually.

Industry Valuation and Performance

Has the U.K. Real Estate Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 16 Sep 2026UK£5.0bUK£4.2bUK£165.7m13.2x30x1.2x
Fri, 14 Aug 2026UK£5.4bUK£4.1bUK£211.0m14.5x25.5x1.3x
Sun, 12 Jul 2026UK£4.9bUK£4.2bUK£157.6m14x31.4x1.2x
Tue, 09 Jun 2026UK£4.8bUK£4.2bUK£158.4m14.6x30.6x1.2x
Thu, 07 May 2026UK£4.9bUK£4.3bUK£245.0m14.2x19.9x1.1x
Sat, 04 Apr 2026UK£4.9bUK£4.2bUK£163.6m14.9x29.7x1.2x
Mon, 02 Mar 2026UK£8.2bUK£4.5bUK£504.9m15.8x16.2x1.8x
Wed, 28 Jan 2026UK£8.1bUK£4.5bUK£508.1m15.2x15.9x1.8x
Fri, 26 Dec 2025UK£7.8bUK£4.5bUK£495.9m14.9x15.7x1.7x
Sun, 23 Nov 2025UK£7.8bUK£4.4bUK£503.6m15x15.4x1.8x
Tue, 21 Oct 2025UK£7.9bUK£4.7bUK£381.7m15.7x20.6x1.7x
Thu, 18 Sep 2025UK£8.0bUK£4.5bUK£333.2m15.8x24.1x1.8x
Sat, 16 Aug 2025UK£10.5bUK£7.2bUK£358.9m14.6x29.3x1.5x
Mon, 14 Jul 2025UK£10.4bUK£7.2bUK£356.7m15.3x29.2x1.4x
Wed, 11 Jun 2025UK£10.7bUK£7.2bUK£368.3m14.9x29.1x1.5x
Fri, 09 May 2025UK£10.1bUK£7.2bUK£243.1m24.8x41.5x1.4x
Sun, 06 Apr 2025UK£8.8bUK£7.3bUK£153.6m22.9x57.5x1.2x
Tue, 04 Mar 2025UK£9.5bUK£7.2bUK£1.9m23.7x5056.5x1.3x
Thu, 30 Jan 2025UK£9.3bUK£7.3b-UK£39,678,252.4623.5x-235.4x1.3x
Sat, 28 Dec 2024UK£9.7bUK£7.3b-UK£69,219,414.3923.7x-139.5x1.3x
Mon, 25 Nov 2024UK£9.4bUK£7.3b-UK£67,323,857.6218.2x-139.5x1.3x
Wed, 23 Oct 2024UK£9.7bUK£7.2b-UK£83,207,458.6216x-116.9x1.4x
Fri, 20 Sep 2024UK£10.2bUK£7.2b-UK£78,834,915.3716.8x-129x1.4x
Sun, 18 Aug 2024UK£9.9bUK£7.2b-UK£101,785,220.2316.3x-97.7x1.4x
Tue, 16 Jul 2024UK£10.4bUK£7.2b-UK£177,561,591.0517.7x-58.3x1.4x
Thu, 13 Jun 2024UK£9.9bUK£7.2b-UK£177,015,951.0917.3x-56.1x1.4x
Sat, 11 May 2024UK£10.4bUK£7.2b-UK£214,566,051.8320x-48.6x1.4x
Mon, 08 Apr 2024UK£9.8bUK£7.4b-UK£261,295,393.8218.7x-37.6x1.3x
Wed, 06 Mar 2024UK£9.5bUK£7.1b-UK£374,950,290.0415.5x-25.3x1.3x
Fri, 02 Feb 2024UK£10.0bUK£8.2b-UK£299,808,504.0015.4x-33.3x1.2x
Sun, 31 Dec 2023UK£10.1bUK£8.2b-UK£252,753,253.0015.1x-39.8x1.2x
Tue, 28 Nov 2023UK£9.0bUK£8.2b-UK£253,731,958.0013.2x-35.5x1.1x
Thu, 26 Oct 2023UK£8.2bUK£8.2b-UK£41,944,622.0011.8x-196.5x1x
Sat, 23 Sep 2023UK£9.2bUK£8.4bUK£216.7m11.2x42.2x1.1x
Price to Earnings Ratio

42.2x


Total Market Cap: UK£9.2bTotal Earnings: UK£216.7mTotal Revenue: UK£8.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Real Estate Industry Price to Earnings3Y Average 334.1x202420252026
Current Industry PE
  • Investors are pessimistic on the British Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 30.0x which is lower than its 3-year average PE of 334x.
  • The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 8.6% per year over the last three years,
  • Revenues have also declined 21% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.K. Real Estate industry?

GB Market-1.76%
Real Estate-3.20%
Real Estate-4.33%
Diversified Real Estate0%0
Real Estate Operating Companies-1.12%
Real Estate Services-1.74%
Real Estate Development-8.98%
Industry PE
  • Investors are most optimistic about the Real Estate Development industry which is trading above its 3-year average PE ratio of 16.0x.
    • Analysts are expecting annual earnings growth of 75.2%, which is lower than the prior year's growth of 243.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate Development industry, expecting annual earnings growth of 75% over the next 5 years.
  • However this is lower than its past earnings growth rate of 244% per year.
  • In contrast, the Real Estate Operating Companies industry is expected to see its earnings grow by 20% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
RGG RentGuarantor HoldingsUK£0.932.5%
+UK£3.6m		237.3%PS31.1x
CIC Conygar InvestmentUK£0.274.3%
+UK£656.0k		-8.6%PS0.5x
HWG Harworth GroupUK£1.770.1%
+UK£650.4k		4.0%PS4.7x

Latest News

DAR
US$6.33
Dar Global
7D
-15.7%
1Y
-20.9%
IWG
UK£1.78
International Workplace Group
7D
-3.2%
1Y
-7.5%
HWG
UK£1.77
Harworth Group
7D
0.1%
1Y
4.0%
SVS
UK£10.02
Savills
7D
-2.0%
1Y
7.5%
RGG
UK£0.93
RentGuarantor Holdings
7D
2.5%
1Y
237.3%
MTVW
UK£87.50
Mountview Estates
7D
-1.1%
1Y
-12.5%
LSL
UK£2.63
LSL Property Services
7D
-3.0%
1Y
-10.8%
WJG
UK£0.15
Watkin Jones
7D
-5.3%
1Y
-50.0%
Narrative Update • Aug 27

WJG: Refurbishment Contracts And New Partnership Will Support Future Re-Rating

Analysts have raised their price target for Watkin Jones to £0.41 from £0.36, reflecting updated assumptions that include revised revenue growth, profit margin, discount rate and future P/E inputs in their valuation models. What's in the News for Watkin Jones Watkin Jones signed six new contracts in the second half to date with a combined value of approximately £60 million.
FOXT
UK£0.36
Foxtons Group
7D
-3.1%
1Y
-36.4%
PSDL
UK£1.48
Phoenix Spree Deutschland
7D
-5.6%
1Y
-8.2%
CIC
UK£0.27
Conygar Investment
7D
4.3%
1Y
-8.6%